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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,144 | $196,972-79.1% | $182,262-77.4% | $198,609-79.3% |
| Participation rate | 64.3% | 85.7%-21.4pp | 84.2%-19.9pp | 82.4%-18.1pp |
| Annual return | 14.52% | 158.27%-143.8pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $2,255 | $5,364-58.0% | $5,046-55.3% | $5,055-55.4% |
| Participant deferral / active EE | $4,651 | $8,643-46.2% | $8,276-43.8% | $6,977-33.3% |
| Admin fee / account holder | $125 | $18,429-99.3% | $16,712-99.3% | $19,030-99.3% |